Personal Finance Manager

Capture all your finances in one place and take control of your budget!

Our personal finance manager tool, FinanceWorks, makes it easy to see all of your accounts in one place, including any accounts you might have at over 19,000 other financial institutions. It also delivers simple money-management tools that enable members to take control of their financial lives.

Features & Benefits

  • Access your total financial picture in one place
  • Set up budgets to track spending behavior
  • View your spending patterns (transactions are automatically categorized)
  • Quickly and easily see what’s happening with graphics
  • Explore specific spending categories to view transaction details
  • Works with finance manager tools such as Quicken and Mint

In order to use this tool, you must already have set up access to your accounts through online banking.

Get Started

Simply log in to My One Branch and select FinanceWorks under the Manage Money tab.

For help setting up your information, please call 540.982.8811 or 800.666.8811.